{"id":"lead-30-60-90-sales-manager-checklist","audience":"executives","category":"leadership-work","track":"leadership","level":"advanced","technique":"constraints","title":"Draft a 30-60-90 checklist that fits a new sales leader's constraints","free":false,"task":"Draft a 30-60-90 checklist for a new VP Sales in plain text. Three labels (Days 1-30:, Days 31-60:, Days 61-90:) with exactly 3 lines each that start with [ ]. Every line is a checkable action with a date from the calendar in the notes. Do not promise hires, and do not schedule anything on dates marked blocked. Mark one line in the whole plan with (needs CEO) where the notes say CEO approval is needed.","materialLabel":"Calendar and constraints (attached to your prompt automatically)","material":"New VP Sales: starts Monday Jan 6. Day 30 = Feb 5, Day 60 = Mar 7, Day 90 = Apr 6.\n\nCalendar\n- Sales kickoff: Jan 14-16 (blocked all three days).\n- Board meeting: Feb 12 (blocked).\n- Quarter close: Mar 27-31 (blocked, all hands on deals).\n- Pipeline review with each of the 4 regional leads: can happen Jan 21-Feb 4.\n- CRM data cleanup freeze: no CRM structure changes before Feb 10.\n- Compensation plan change for next fiscal year: must be proposed to the CEO by Mar 14, and it needs CEO approval.\n- Hiring: headcount frozen until Apr 15; the VP may only open requisitions after that.\n- Top 10 customer calls: she wants to do them by Feb 28.\n- Forecast process redesign: wants to present on Mar 20.","rules":[{"type":"maxWords","max":160},{"type":"plainText"},{"type":"maxBullets","max":9}],"mistakes":[{"title":"Scheduling in blocked dates","why":"The AI plans something at the kickoff.","fix":"Say: \"Do not use blocked dates.\"","checks":["r1"]},{"title":"Promising hires","why":"The AI plans to hire two reps.","fix":"Say: \"Headcount is frozen; don't promise hires.\"","checks":["r2"]},{"title":"Missing the CEO mark","why":"The AI forgets (needs CEO).","fix":"Say: \"Put (needs CEO) on the compensation plan line.\"","checks":["r2"]},{"title":"Undated lines","why":"The AI writes goals without dates.","fix":"Say: \"Every line has a date from the calendar.\"","checks":["r0"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each line: \"each line under 16 words.\"","checks":["maxWords"]},{"title":"Markdown","why":"The AI adds bold and bullets.","fix":"Say: \"Plain text; lines start with [ ].\"","checks":["plainText","maxBullets"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each part instead, for example: \"each line under 12 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Labels","patterns":["days 1-30","days 31-60","days 61-90"]},{"label":"Checkbox","patterns":["\\[ \\]"]},{"label":"Dates","patterns":["date","calendar"]},{"label":"Blocked","patterns":["blocked"]},{"label":"CEO mark","patterns":["needs ceo"]}],"hint":"Give the labels and line format, say every line needs a date, and list the blocked and approval rules.","rubricLabels":["Has the three labels Days 1-30:, Days 31-60:, Days 61-90: each followed by exactly 3 lines starting [ ] and every line has a date","No line is scheduled on blocked dates (Jan 14-16, Feb 12, Mar 27-31) and no CRM structure change is before Feb 10","Includes the compensation plan proposal by Mar 14 marked (needs CEO) on exactly one line, and no line promises to hire or open requisitions before Apr 15"]}